Client Analysis Report

The Client Analysis Report is an attendance report that displays an overview of each of your client’s attendance. With this report, you can gain a better understanding of each client’s activity and leverage that information into better, personalized marketing.

This article describes how to view the Client Analysis Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Client Analysis Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Attendance.
    4. On the Attendance menu, click Client Analysis. The Client Analysis Report is displayed.

    Headings in the Client Analysis Report

    Heading Description
    Client The name, email, and profile image of the client. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    Status The client’s status at your business, based on the associated client type.
    Visits The number of times that the client has visited your business, booked a service with your business, late cancelled a service at your business, or not shown to a service at your business are listed in this column, in that order.
    Location The last location that the client visited.
    Last Visit The last service that the client attended at one of your locations, along with the date, time, and staff member for that service.

    Advanced filters in the Client Analysis Report

    Filter Description
    Client Status Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    Groups Use this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups a, b, and c, the filter will find clients from group a, group b, group c, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Locations Use this filter to determine which business location(s) to include in the report.
    Start Time Range Use this filter to determine which instances to include in the report based on the specific time range during which they occurred.
    Day of the Week Use this filter to determine which day(s) of the week to include in the report.
    Classes Use this filter to determine which Classes to include in the report.
    Events Use this filter to determine which Events to include in the report.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    Client Types Use this filter to determine which clients to include in the report based on their client type.
    Staff Use this filter to determine which staff members to include in the report.
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